Most of my money is in investments, and most of my beneficiaries will face the inheritance tax when...
Archive - 2021
What are the Major Changes to Social Security in 2020?
Four changes are taking effect for Social Security in 2020. Knowing the facts about those changes...
Does My Business Need a Succession Plan?
As a small business owner, you should be thinking about your succession plan. A succession plan—or...
Don’t Forget to Update Your Estate Plan
Are you the type of person who signs their will, sticks it in a drawer and never looks at it again...
Is the Pandemic Motivating People to Do Estate Planning?
Lack of understanding around estate planning may be leading Americans to avoid getting a will, even...
What are the Biggest Mistakes Women make with Social Security?
Women face unique challenges when planning for retirement and making these mistakes can result in a...
Should a Donor-Advised Fund Be Part of My Estate Planning?
With the prospect of a Biden administration potentially raising tax rates and cutting estate tax...
What are the Basic Estate Planning Documents?
In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an...
What Is an Ethical Will?
My colleague’s father recently got infected with the coronavirus and had to be rushed to the...
Are You a ‘Super-Ager’?
When people talk about “aging gracefully,” they’re usually referring to physical appearance...